Micah Patashnik
MACROVIEW INVESTMENT MANAGEMENT LLC
Bethesda, MD 20814
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CRD#: 6190524
Professional summary
Micah Patashnik, AIF®, CFP® is a registered financial advisor currently at MACROVIEW INVESTMENT MANAGEMENT LLC located in Bethesda, Maryland.
Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Micah has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Micah Patashnik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
July 26, 2013 - Present
MACROVIEW INVESTMENT MANAGEMENT LLC
Office #1: 4800 Hampden Lane Suite 200, Bethesda, MD 20814RIA
CRD#: 149621
Bethesda, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MACROVIEW INVESTMENT MANAGEMENT LLC
ABSOLUTE INVESTMENT MANAGEMENT | MACROVIEW INVESTMENT MANAGEMENT LLC | MACROVIEW BOND GROUP | FORTY WORKPLACE | FORTY WEALTH | FORTY W ADVISORS | FORTY W | ABSOLUTE INVESTMENT MANAGEMENT LLC
CRD#: 149621 / SEC#: 801-71500
RIA
Registered Investment Advisory firm - (6/2/2010 Approved)District of Columbia
Registered Investment Advisory firm - (6/4/2010 Terminated)Maryland
Registered Investment Advisory firm - (7/22/2010 Terminated)Virginia
Registered Investment Advisory firm - (6/4/2010 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(7/26/2013)
IAR
Virginia(10/22/2024)
Current Firm
MI
MACROVIEW INVESTMENT MANAGEMENT LLC
ABSOLUTE INVESTMENT MANAGEMENT | MACROVIEW INVESTMENT MANAGEMENT LLC | MACROVIEW BOND GROUP | FORTY WORKPLACE | FORTY WEALTH | FORTY W ADVISORS | FORTY W | ABSOLUTE INVESTMENT MANAGEMENT LLC
CRD#: 149621 / SEC#: 801-71500
RIA
Registered Investment Advisory firm - (6/2/2010 Approved)District of Columbia
Registered Investment Advisory firm - (6/4/2010 Terminated)Maryland
Registered Investment Advisory firm - (7/22/2010 Terminated)Virginia
Registered Investment Advisory firm - (6/4/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4800 Hampden Lane Suite 200, Bethesda, MD 20814
Mailing Address
Phone number
(301) 907-6794
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 703 |
| AUM (Assets Under Management) | $ 296,892,087 |
Red Flags
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